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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1526
Castleview Partners
Texas
$126K -$768K -12,706 -85%
CFD
1527
Creative Financial Designs
Indiana
$123K +$121 +2 +0.1%
LFG
1528
Larson Financial Group
Missouri
$123K +$113K +1,875 +522%
BIA
1529
Bell Investment Advisors
California
$122K +$4.71K +78 +4%
CSB
1530
City State Bank
Iowa
$121K – – –
VC
1531
Vestor Capital
Illinois
$116K -$20.1K -333 -14%
RFA
1532
Resurgent Financial Advisors
Georgia
$114K -$1.27K -21 -1%
EMFAT
1533
Emerald Mutual Fund Advisers Trust
Pennsylvania
$112K -$60.6K -1,003 -33%
TWM
1534
Tradition Wealth Management
Minnesota
$111K -$59.3K -981 -33%
RTC
1535
Riverview Trust Company
Washington
$106K +$74K +1,224 +173%
PK
1536
Pflug Koory
Nebraska
$106K +$60 +1 +0.1%
AIM
1537
Acropolis Investment Management
Missouri
$105K -$19K -314 -14%
FMII
1538
Farmers & Merchants Investments Inc
Nebraska
$104K -$13.3K -220 -10%
ECM
1539
Estabrook Capital Management
New York
$104K – – –
QC
1540
Quent Capital
New York
$103K +$32.3K +535 +40%
DCM
1541
Disciplina Capital Management
Tennessee
$101K – – –
CAC
1542
Core Alternative Capital
Georgia
$101K +$33.2K +550 +43%
JSAM
1543
J. Safra Asset Management
New York
$101K -$24.4K -404 -18%
HFM
1544
Hartford Financial Management
Connecticut
$98.8K – – –
HT
1545
Headlands Technologies
Illinois
$98.4K +$108K +1,793 New
LS
1546
Livforsakringsbolaget Skandia
Sweden
$96.7K – – –
TFA
1547
Toth Financial Advisory
Virginia
$92.4K -$232K -3,838 -70%
MFA
1548
McClarren Financial Advisors
Pennsylvania
$91K +$423 +7 +0.4%
SAG
1549
Spotlight Asset Group
Illinois
$90.5K – – –
C
1550
Covestor
United Kingdom
$90K -$121 -2 -0.1%
60 61
62
63 64